Semiconductor News & Analysis Feed
198 articles
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
www.reuters.com
2026-06-04
Reuters
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-03
www.msn.com
2026-06-03
MSN
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2026-06-03
www.bloomberg.com
2026-06-03
Bloomberg.com
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2026-06-02
uk.finance.yahoo.com
2026-06-02
Yahoo Finance UK
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.reuters.com
2026-06-02
Reuters
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2026-06-02
www.msn.com
2026-06-02
MSN
Quick Read
SK Hynix and Micron both hit $1 trillion in market capitalization this week, joining Samsung as the world’s memory chip giants riding an unprecedented AI infrastructure supercycle.
Hyperscalers building massive AI clusters need enormous amounts of HBM to power advanced accelerators, and constrained manufacturing capacity has created one of the strongest operating environments the memo
2026-06-02
www.aol.com
2026-06-02
AOL.com
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2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.tekedia.com
2026-06-02
Tekedia
Global Smartphone Market Faces Record 13.9% Decline As AI Boom Triggers Chip Shortage Crisis
June 2, 2026 | by Samuel Nwite | 0
The global smartphone industry is heading toward its sharpest annual contraction on record, as a severe shortage of memory chips, intensified by the ongoing U.S.-Iran conflict and the AI infrastructure race, disrupts production and threatens the economics of low-cost mo
2026-06-02
fortune.com
2026-06-02
Fortune
Jensen Huang has done pretty well out of the AI boom: As the CEO of Nvidia, he now sits on a net worth of approximately $186 billion, and has made multiple members of his board billionaires by association.
It’s a trend Huang seems keen to continue: Sharing the enormous wealth that is being generated by the potential of artificial intelligence, with Nvidia positioned as a key part of the engine, w
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Silent
Infineon’s Silent Role in the AI Boom Powers a 52-Week High, With More Fuel in the Tank
31.05.2026 - 09:31:49 | boerse-global.de
Infineon hits EUR81.81 52-week high, joining NVIDIA's AI power ecosystem; Q2 revenue EUR3.8B, upgraded outlook; stock up 113% YTD, RSI 56.1 indicates further potential.
Infineon’s Silent Role in the AI Boom Powers a 52-Week High, With More Fuel in th
2026-05-30
digitimes.com
2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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